PCG Wealth Advisors’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,865
Closed -$269K 135
2024
Q4
$269K Buy
5,865
+114
+2% +$5.34K 0.1% 106
2024
Q3
$278K Buy
5,751
+87
+2% +$4.12K 0.11% 104
2024
Q2
$261K Buy
5,664
+101
+2% +$4.62K 0.11% 100
2024
Q1
$257K Buy
5,563
+443
+9% +$20.4K 0.12% 98
2023
Q4
$238K Buy
5,120
+565
+12% +$25.4K 0.13% 87
2023
Q3
$203K Sell
4,555
-526
-10% -$23.7K 0.13% 95
2023
Q2
$232K Buy
+5,081
New +$234K 0.14% 94
2023
Q1
Sell
-4,705
Closed -$213K 117
2022
Q4
$213K Sell
4,705
-3,035
-39% -$137K 0.14% 96
2022
Q3
$343K Buy
+7,740
New +$359K 0.12% 92

Other funds holding KORP

PCG Wealth Advisors's KORP Position: Q1 2025 in Review

PCG Wealth Advisors sold out of American Century Diversified Corporate Bond ETF (KORP) in Q1 2025, closing a stake of 5,865 shares — an estimated $269K sold.

PCG Wealth Advisors first reported a position in KORP in Q3 2022 and held it in 9 quarters. The position peaked at $343K in Q3 2022. 56 funds tracked by Wall St. Rank hold KORP as of Q1 2025.

  • PCG Wealth Advisors reported no remaining American Century Diversified Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • PCG Wealth Advisors sold 5,865 American Century Diversified Corporate Bond ETF shares in Q1 2025, an estimated $269K.
  • PCG Wealth Advisors first reported a position in American Century Diversified Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
  • PCG Wealth Advisors's American Century Diversified Corporate Bond ETF position peaked at $343K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q1 2025.

Based on PCG Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.